US Experienced Financial Advisor

About the role

Edward Jones is a Fortune 500 company dedicated to providing exceptional service to its clients. Founded over 100 years ago, we serve over 9 million clients through 20,000 financial advisors in the U.S. and Canada. Our mission is to partner for positive impact, improving the lives of our clients and colleagues.

Key Responsibilities

• Develop and grow your own practice through various sourcing strategies including residential, business, networking, introductions, referrals, and social media.
• Deeply understand clients' and prospective clients' needs to build trust and create personalized strategies to help them achieve their goals.
• Oversee branch processes to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Create a highly engaging environment in the branch, fostering trust, respect, feedback, and accountability among the team.
• Complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.

Benefits

• Comprehensive medical, dental, vision, and voluntary benefits.
• Disability income continuation, basic life, and basic AD&D coverage provided at no cost.
• A 401(k) retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
• Flexible schedule and paid time off.
• Opportunities for profitability bonuses, profit sharing, and incentive travel.

Candidate Qualifications

• Series 7 and Series 66 required.
• Experience in financial services with clients and in-depth knowledge of investment products and services.
• Track record of success in financial services.
• State insurance licenses preferred.
• Possession of additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC™, or Chartered Retirement Planning Counselor™.

What Makes a Successful Financial Advisor?

• Strong communications skills and self-starter mentality.
• Loves learning and challenges, including determination to succeed.
• Skilled in long-term relationship building.
• Adaptable to new information and seeking the right solutions for clients.
• Comfortable thinking critically and possessing sound judgment.

Application Information

Applications for this role are accepted on an ongoing basis. To learn more about the qualifications and benefits, speak with a recruiter.